Capital Advisors Wealth Management, LLC - Portfolio Stock Holdings
Capital Advisors Wealth Management, LLC disclosed 240 stock positions in a recent SEC 13F filing. $886,817,520 of stock holdings were filed, with the largest holdings including FNDF, IVV, and VIG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,112,135,839 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
240Est. Stock Holding Value:
$886,817,520Top Stock Holdings By Sector
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Portfolio Stock Holdings - Capital Advisors Wealth Management, LLC
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Portfolio Options Holdings - Capital Advisors Wealth Management, LLC
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